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Understanding User Roles: Recruiter Standard
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This article is part of a series detailing the abilities of each Beamery user role. The table below lists which features of the platform Recruiter Standard users can view and the activities they can perform.

Click here to return to the main user roles article, which includes links to the detailed articles for each user role.

Who should be a Recruiter Standard user?

Recruiter Standard allows users to access all the CRM features needed to complete typical sourcing workflows, including creating and sending email campaigns. This role is best for users whose day-to-day work is focused on sourcing activities, who also need to use Beamery’s Events module.

Note that the Recruiter Standard role does not have access to CSV import. 

Recruiter Standard users often have titles like Recruiter, or Talent Acquisition Specialist.

Module

Action/Ability

Recruiter Standard

CRM Create contacts TRUE
CRM View private contacts TRUE
CRM Delete contacts TRUE
CRM View contacts TRUE
CRM Submit profiles for review TRUE
CRM View all Confidential Contacts FALSE
CRM Import contacts using spreadsheet import FALSE
CRM Export multiple contacts via CSV using bulk actions TRUE
CRM Edit information in contact profile TRUE
CRM Create activities on the profile timeline TRUE
CRM Edit own activities on the profile timeline TRUE
CRM View private acitivities on the profile timeline TRUE
CRM Delete activities on the profile timeline TRUE
CRM View activities on the profile timeline TRUE
CRM View Related Profiles tab on profile TRUE
CRM Disable profile photo from contact profile TRUE
CRM View the Pools tab in profile TRUE
CRM View the Vacancies tab in profile TRUE
CRM Create direct message TRUE
CRM View direct message TRUE
CRM Provision users with SMS Virtual Phone Number FALSE
CRM Send direct SMS message TRUE
CRM View company feed TRUE
CRM Filter by historical vacancy stages TRUE
CRM Create a saved filter TRUE
CRM Edit existing saved filters FALSE
CRM Delete own saved filters TRUE
CRM Make filters public/private FALSE
CRM View public and own private saved filters TRUE
CRM View all public and private saved filters TRUE
CRM Create pools TRUE
CRM Edit pools TRUE
CRM View private pools FALSE
CRM Edit public pools FALSE
CRM View public pools TRUE
CRM Delete pools TRUE
CRM Share pools TRUE
CRM View pools on the pools dashboard TRUE
CRM View vacancies on the vacancies dashboard TRUE
CRM Create a vacancy FALSE
CRM Edit a vacancy TRUE
CRM Calibrate vacancy TRUE
CRM Suggested Contacts TRUE
CRM View private vacancies FALSE
CRM Edit public vacancies TRUE
CRM View public vacancies TRUE
CRM Publish vacancies FALSE
CRM Remove vacancies FALSE
CRM Share vacancies TRUE
CRM Create job levels FALSE
CRM Edit job levels FALSE
CRM Remove job levels FALSE
CRM View job levels FALSE
CRM Anonymize contact profile FALSE
CRM Un-anonymize contact profile FALSE
Extension Use the Beamery Extension TRUE
Marketing Create campaigns TRUE
Marketing Edit campaigns TRUE
Marketing Schedule Meetings TRUE
Marketing Delete campaigns TRUE
Marketing View campaigns in Campaigns dashboard TRUE
Marketing Edit Campaign Settings FALSE
Marketing Add a form to a campaign FALSE
Marketing Edit page settings FALSE
Marketing View form settings FALSE
Marketing Edit form settings FALSE
Marketing View and use custom fonts in settings TRUE
Marketing See the compliance section in Settings FALSE
Marketing Create a page FALSE
Marketing Edit a page FALSE
Marketing Customize page blocks FALSE
Marketing Clone a page FALSE
Marketing View list of pages on Pages tab FALSE
Marketing View a page FALSE
Marketing Publish a page FALSE
Marketing Delete a page FALSE
Marketing Create forms FALSE
Marketing Edit forms FALSE
Marketing Clone forms FALSE
Marketing See the list of forms on Forms tab FALSE
Marketing View forms FALSE
Marketing Publish forms FALSE
Marketing Delete forms FALSE
Marketing Generate consent form TRUE
Reporting View reporting module TRUE
Reporting View campaigns report TRUE
Reporting View pipeline report TRUE
Reporting View pivot reports TRUE
Reporting View activity report TRUE
Reporting View vacancy pipeline report TRUE
Reporting View Team Leaderboard report TRUE
Reporting Create Reports using Data Explorer TRUE
Reporting Share Data Explorer Reports TRUE
Reporting View Time Delta Metrics Report FALSE
Settings Create users FALSE
Settings Edit user permission level FALSE
Settings View user details FALSE
Settings Edit user details FALSE
Settings Send invitations to new users FALSE
Settings Remove pending invitations to new users FALSE
Settings View invitations to new users FALSE
Settings Delete users FALSE
Settings View users in settings FALSE
Settings Create SSO users FALSE
Settings Create super admin users FALSE
Settings Edit super admin user permission level FALSE
Settings Invite super admin users FALSE
Settings Remove invitations sent to super admins FALSE
Settings View pending super admin invitations FALSE
Settings Delete super admin users FALSE
Settings Create teams in settings FALSE
Settings Edit teams in settings FALSE
Settings Delete teams in settings FALSE
Settings View teams in settings FALSE
Settings Create email templates FALSE
Settings Edit templates FALSE
Settings Delete templates FALSE
Settings View and use templates TRUE
Settings Create global tags in settings FALSE
Settings Edit global tags in settings FALSE
Settings Delete global tags in settings FALSE
Settings View global tags in settings FALSE
Settings Create statuses in settings FALSE
Settings Edit statuses in settings FALSE
Settings Delete statuses in settings FALSE
Settings Create sources in settings FALSE
Settings Edit sources in settings FALSE
Settings Delete sources in settings FALSE
Settings Create Custom Fields in settings FALSE
Settings Edit Custom Fields in settings FALSE
Settings Delete Custom Fields in settings FALSE
Settings Create vacancy stages in settings FALSE
Settings Edit vacancy stages in settings FALSE
Settings Delete vacancy stages in settings FALSE
Settings Create vacancy groups in settings FALSE
Settings Edit vacancy groups in settings FALSE
Settings Delete vacancy groups in settings FALSE
Settings View vacancy groups in settings FALSE
Settings Create pool pipelines in settings FALSE
Settings Edit pool pipelines in settings FALSE
Settings View pool pipelines in settings TRUE
Settings View email digest options in settings TRUE
Automation Create new recipes FALSE
Automation Edit new recipes FALSE
Automation Remove new recipes FALSE
Automation View new recipes FALSE
Automation Make a recipe into a 'repeat recipe' FALSE
Automation See GDPR recipe triggers and actions FALSE
Automation View and use the schedule trigger FALSE
Exec* Create related profile relationship TRUE
Exec Edit related profile relationship TRUE
Exec Delete related profile relationship TRUE
Exec View related profile relationships TRUE
Exec Mark profiles as Confidential FALSE
Exec Mark confidential profiles as public FALSE
Events* View events list TRUE
Events View event pool TRUE
Events View events module TRUE
Events Create events TRUE
Events Delete an event FALSE
Events Edit an event TRUE
Events Publish events FALSE
Events Unpublish events FALSE
Events View Registration and Check-in flows in Flow builder TRUE
Events Edit Registration and Check-in flows in Flow builder TRUE
Homepage Beamery Assistant TRUE
Homepage Tasks TRUE
Homepage Assigned to you TRUE
Homepage Recently worked on TRUE

*The Exec Search and Events capabilities are only available to customers who have those modules as part of their Beamery package.